Purchases and Sales Made in Q4 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
481+ 10.8% |
$56.1K - $65.8K
|
4.93K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
474+ 1.28% |
$55.3K - $64.8K
|
37.4K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456+ 2.06% |
$53.2K - $62.4K
|
22.6K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
449New |
$52.4K - $61.4K
|
449
$57K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
439+ 6.44% |
$51.2K - $60K
|
7.26K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
437+ 16.71% |
$51K - $59.8K
|
3.05K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
420+ 6.67% |
$49K - $57.4K
|
6.72K
$853K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
412+ 13.45% |
$48.1K - $56.4K
|
3.48K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
400+ 4.56% |
$46.7K - $54.7K
|
9.17K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
396New |
$46.2K - $54.2K
|
396
$50.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
392+ 4.04% |
$45.7K - $53.6K
|
10.1K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
387+ 7.58% |
$45.2K - $52.9K
|
5.49K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374+ 14.99% |
$43.6K - $51.2K
|
2.87K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
369+ 6.3% |
$43.1K - $50.5K
|
6.23K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
367+ 16.99% |
$42.8K - $50.2K
|
2.53K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
354+ 5.42% |
$41.3K - $48.4K
|
6.89K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
345New |
$40.3K - $47.2K
|
345
$43.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
341+ 7.33% |
$39.8K - $46.6K
|
5K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
341+ 2.82% |
$39.8K - $46.6K
|
12.4K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
340+ 3.3% |
$39.7K - $46.5K
|
10.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
339+ 7.32% |
$39.6K - $46.4K
|
4.97K
$631K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
318+ 16.0% |
$37.1K - $43.5K
|
2.31K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
314New |
$36.6K - $42.9K
|
314
$39.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 0.99% |
$36.2K - $42.4K
|
31.6K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
306+ 1.66% |
$35.7K - $41.9K
|
18.8K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
293+ 16.45% |
$34.2K - $40.1K
|
2.07K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
287+ 1.34% |
$33.5K - $39.3K
|
21.8K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
282+ 138.92% |
$32.9K - $38.6K
|
485
$61.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
279+ 4.96% |
$32.6K - $38.2K
|
5.9K
$750K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263+ 6.91% |
$30.7K - $36K
|
4.07K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
256New |
$29.9K - $35K
|
256
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
256+ 5.0% |
$29.9K - $35K
|
5.37K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
254+ 1.79% |
$29.6K - $34.7K
|
14.5K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 10.58% |
$29.5K - $34.6K
|
2.65K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
251+ 2.95% |
$29.3K - $34.3K
|
8.77K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
251+ 18.51% |
$29.3K - $34.3K
|
1.61K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
248+ 1.31% |
$28.9K - $33.9K
|
19.2K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 9.49% |
$28K - $32.8K
|
2.77K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
230+ 23.19% |
$26.8K - $31.5K
|
1.22K
$155K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
220+ 3.75% |
$25.7K - $30.1K
|
6.08K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
219+ 8.54% |
$25.6K - $30K
|
2.78K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
217+ 0.96% |
$25.3K - $29.7K
|
22.7K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
209+ 7.74% |
$24.4K - $28.6K
|
2.91K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
202+ 6.34% |
$23.6K - $27.6K
|
3.39K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
192New |
$22.4K - $26.3K
|
192
$24.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
186+ 0.69% |
$21.7K - $25.4K
|
27K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
179New |
$20.9K - $24.5K
|
179
$22.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 0.92% |
$20.7K - $24.2K
|
19.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
170+ 4.16% |
$19.8K - $23.3K
|
4.26K
$541K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 0.48% |
$19.5K - $22.8K
|
34.9K
$4.44M
|